Summary

In this chapter, we looked at how we can extend Dynamics 365 Customer Engagement applications by creating standalone custom apps or portals. It is worth mentioning that the examples provided in this chapter are only a set of examples of actual deployments that have been implemented in projects; they are not intended to be a complete listing of the applications and portals that can be implemented. We began this chapter by understanding how to identify when a custom application or portal might be needed, and what technical and licensing considerations to take into account.

Then, we did a deep dive into identifying when a model-driven app or Canvas app applies to extend Dynamics 365 Customer Engagement and analyzed real-life scenarios for the different types of applications.

Finally, we looked at scenarios for building custom portals on top of Dynamics 365 Customer Engagement processes for Sales, Customer Service, Project Operations, and Field Service applications.

In...